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GeoWatch
Essential technology and geopolitical news recap.
Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS
Wednesday 25 September 2024
Taiwan IC design houses urged to accelerate migration to advanced nodes
Taiwan's government is urging local IC design houses to speed up their migration to advanced semiconductor manufacturing processes to avoid cut-throat pricing competition from China...
Wednesday 25 September 2024
BYD and others to challenge Tesla in China's fully electric SUV market
BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched...
Wednesday 25 September 2024
Chinese chipmakers gearing up for Huawei's next flagship launch despite hefty cost
Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing...
Tuesday 24 September 2024
China's mature chip dominance looms, Taiwan IC designers urged to prioritize sub-7nm
China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
Japan launches US$400M hydrogen fund to accelerate global clean energy transition
Japan has officially launched the Japan Hydrogen Fund, a US$400 million initiative aimed at advancing the global hydrogen supply chain and reducing barriers to clean energy adoption...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Tuesday 24 September 2024
Military spending hits new highs, Taiwan's Transcom capitalizes on global demand
Multiple pager and walkie-talkie explosions in Lebanon have heightened tensions across the Middle East, fueling a surge in global military expenditures. As conflicts flare up in various...
Tuesday 24 September 2024
AUO emphasizes three pillars in strategy shift as LCD market evolves
As Japanese and Korean LCD manufacturers exit the market in response to Chinese competition, Taiwan-based AUO is strategically pivoting its business model. The company is reducing...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Maserati links to China's Chery as parent Stellantis seeks reorganization
Due to Stellantis' poor financial performance in the first half of 2023, CEO Carlos Tavares publicly declared at the end of July that the company would shut down unprofitable brands...
Tuesday 24 September 2024
Huawei, Samsung continue releasing new products to challenge Apple
Apple's new iPhone 16 series officially launched on the 20th. With features including GenAI enhancements and processor upgrades, there are high expectations for its sales performance...
Tuesday 24 September 2024
Huawei acknowledges chip manufacturing limitations in pursuit of advanced computing solutions
Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced...
Tuesday 24 September 2024
German automotives face bleak challenge with BMW's major recall, VW to close factories
With China's electric vehicles (EVs) gaining a strong foothold and automotive sales in the European Union (EU) slowing down, traditional large Germany-based automotive manufacturers...